Mariner

Mariner Portfolio holdings

AUM $77.4B
1-Year Est. Return 22.02%
This Quarter Est. Return
1 Year Est. Return
+22.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.3B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.26M
3
+$6.65M
4
VUG icon
Vanguard Growth ETF
VUG
+$6.32M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$5.79M

Top Sells

1
+$25.8M
2
+$9.45M
3
+$6.34M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.01M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.28M

Sector Composition

1 Energy 6.49%
2 Consumer Staples 5.68%
3 Financials 4.95%
4 Communication Services 4.84%
5 Technology 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$363K 0.02%
3,163
+131
427
$363K 0.02%
27,218
428
$361K 0.02%
8,129
+981
429
$360K 0.02%
14,175
+3,909
430
$358K 0.02%
6,500
+623
431
$357K 0.02%
15,789
432
$356K 0.02%
6,450
433
$355K 0.02%
+5,722
434
$355K 0.02%
14,674
435
$352K 0.02%
5,152
-7
436
$352K 0.02%
4,380
+83
437
$351K 0.02%
20,461
438
$349K 0.02%
5,690
-134
439
$342K 0.01%
64,484
+14,786
440
$338K 0.01%
7,147
+44
441
$338K 0.01%
3,900
-3,055
442
$338K 0.01%
2,581
443
$337K 0.01%
23,397
444
$336K 0.01%
5,249
445
$336K 0.01%
13,200
446
$334K 0.01%
5,025
+129
447
$331K 0.01%
2,768
448
$328K 0.01%
119,865
449
$326K 0.01%
11,840
450
$326K 0.01%
2,485
+14
16 17
18
19 20